I’m wondering if other professional services firms are using the Product functionality in HubSpot and how. I’d like to be able to add different services to a Deal, but our pricing varies depending on a number of things, so then do I have to create all of the potential instances and pricing or allow the custom option (which isn’t ideal in my case)? We are not using the quote or payment functionality, so I’m really just looking for a good way to track multiple services within one Deal.
@AFlaherty6 - If the objective is to just track services per Deal, would it work to have a custom multi-checkbox Deal property called ‘Services’ which users are mandated to complete?
More complex solutions could be:
- Creating a product library of services and allowing users to edit the price within the deal line items, to mitigate against risk you could like to implement a Deals approval process using the new BETA.
- Build a custom CRM card that sits on the middle column of the Deal record and is integrated with the system you are using for accurate pricing (unsure how relevant this is based on what you’ve shared so far) - it can be built out as a multi-step flow like this example